RBC Capital Markets
44yrs
Top advisor by experience in Annapolis
26yrs
Robert Hallet has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Annapolis, Maryland. Robert joined Merrill in 2001, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 474 advisors with offices in Annapolis, and one of 446 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 24% by experience at Merrill
Office1 Park Pl, Annapolis, MD 21401
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2001 – nowMerrillCurrent firm
Contact Robert
Local office(410) 263-0100Ask for Robert. (800) 637-7455Main office · New York, NY 1 Park PlAnnapolis, MD 21401Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert’s local office at (410) 263-0100 or the Merrill main office at (800) 637-7455, and ask for Robert Hallet.
How long has Robert been a financial advisor?
Robert has been in the industry since 2000, about 26 years. Top 24% by experience at Merrill.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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